Hal_Al
Level 15

Education

Q.my daughter does not need to file a tax return.?

A. That's correct.

Q. We do not include any of the 1099-Q info on our return since she is the recipient.

A. That's correct.

Q.  We will include her 1098-T info on our return?

A. Yes, but Only is you decide to claim the AOTC.   Otherwise it doesn't get entered anywhere. The 1098-T is only an informational document. The numbers on it are not required to be entered onto your  or your student's tax return.